Winthrop Capital Management LLC Takes Position in UnitedHealth Group Incorporated $UNH

Winthrop Capital Management LLC acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 2,492 shares of the healthcare conglomerate’s stock, valued at approximately $860,000.

Several other large investors also recently bought and sold shares of UNH. Capital Research Global Investors raised its holdings in UnitedHealth Group by 126.9% in the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock valued at $4,503,419,000 after acquiring an additional 7,293,009 shares during the last quarter. Capital World Investors grew its holdings in UnitedHealth Group by 18.8% in the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock valued at $7,516,107,000 after buying an additional 3,439,182 shares in the last quarter. Capital International Inc. CA increased its position in UnitedHealth Group by 47.8% during the third quarter. Capital International Inc. CA now owns 394,934 shares of the healthcare conglomerate’s stock worth $136,371,000 after purchasing an additional 127,658 shares during the last quarter. Causeway Capital Management LLC acquired a new position in UnitedHealth Group in the third quarter valued at approximately $22,307,000. Finally, Capital International Investors grew its holdings in shares of UnitedHealth Group by 11.1% during the 3rd quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock worth $6,042,710,000 after purchasing an additional 1,747,337 shares during the period. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on UNH shares. KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Truist Financial cut their price target on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a report on Monday, February 2nd. Jefferies Financial Group dropped their target price on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. Finally, Barclays cut their target price on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating for the company in a research report on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus price target of $372.13.

UnitedHealth Group Price Performance

UNH stock opened at $284.97 on Tuesday. The company has a market cap of $258.67 billion, a PE ratio of 21.61, a price-to-earnings-growth ratio of 1.32 and a beta of 0.41. The stock has a 50-day moving average price of $307.41 and a two-hundred day moving average price of $325.89. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.09 by $0.02. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The firm had revenue of $113.73 billion for the quarter, compared to analysts’ expectations of $113.38 billion. During the same quarter in the prior year, the firm posted $6.81 earnings per share. UnitedHealth Group’s revenue for the quarter was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, research analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th will be issued a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a dividend yield of 3.1%. The ex-dividend date of this dividend is Monday, March 9th. UnitedHealth Group’s dividend payout ratio is currently 67.02%.

UnitedHealth Group Profile

UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company’s benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.